How to use data to slash advice costs
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Source: ifa.com.au
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AI poised to revolutionise Australia's financial advisory industry; won't replace humans
The financial advisory industry is facing a new challenge with the rise of artificial intelligence (AI) but experts believe AI will ultimately be a force...
Source: proactiveinvestors.com.au
Financial plans remain relevant when SOAs are removed
Advisers may not be required to provide lengthy SOAs to clients in the future but financial plans must still be prioritised, says this fintech executive.
Source: moneymanagement.com.au
Active vs Passive: The Evolution of ETFs - Professional Planner
Actively-managed ETFs give advisers the opportunity create solutions for clients combining the benefits of active management with the flexibility and liquidity of ETFs.
Source: professionalplanner.com.au
Paraplanners happy to stay put: Survey
According to the Paraplanner Hub and Tanngo's Australian Paraplanner Survey 2022, less and less paraplanners (80%) are wanting to become financial advisers.
Source: financialstandard.com.au